3 days old

Asset & Wealth Management, CAO Product Manager - Advisor Transformation, Associate

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code
    190081918

Asset & Wealth Management, CAO Product Manager - Advisor Transformation, Associate

Req #: 190081918
Location: New York, NY, US
Job Category: Wealth Management
Potential Referral Amount: 4000 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

 

Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management (AWM) is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

CAO Wealth Management is a global organization that oversees the business's key transformational initiatives, client and advisor experience, advisor platforms, and client service. The Chief Administration office (CAO) performs a critical role with key partners and stakeholders in helping the Wealth Management continuum operate more seamlessly across AWM and our Consumer and Community Bank (CCB).

 

The Advisor Transformation Product Manager role will be part of the CAO Wealth Management focused on transforming the way our advisors and clients do business by defining and leading strategic change.  We will partner with various organizations within the firm to successful execute our critical growth initiatives.

 

Core Responsibilities

  • Partner with business leaders and advisor transformation leads to establish a vision and strategy for how to optimize key activities within our advisor platforms.
  • Own prioritization and a roadmap for a key initiative(s) you will lead that achieves a desired outcome which meets business and client needs within a specified time frame.   
  • Organize, conduct, and analyze advisor/client needs to determine how to transform, prioritize, and deliver a better product, feature, or workflow for our advisor experience
  • Build requirements documents and a detailed functionality roadmap for your product/project
  • Lead/participate in design sessions with key partners in technology, digital/design, and business organizations to execute successfully
  • Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives
  • Identify and track project/program issues to help drive their resolution
  • Drive disciplined performance management through the tracking of key performance indicators

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

 

Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

CAO Wealth Management is a global organization that oversees the business's key transformational initiatives, client and advisor experience, advisor platforms and client service. CAO performs a critical role with key partners and stakeholders in helping the Wealth Management continuum operate more seamlessly across AWM and CCB.

 

The Product Manager role will be part of the CAO WM Transformation organization focused on partnering to lead and define strategy and execution across WM’s critical growth initiatives.


Core Responsibilities

· 

  • Partner with business leaders and transformation leads to establish a vision for how to optimize key activities

  • Own prioritization and roadmap for key initiatives across WM that achieves a desired outcome which meets business and client needs within a specified time frame.   

  • Organize, conduct, and analyze advisor/client needs.

  • Work in conjunction with technical, digital, and business organizations

  • Participate in design sessions with key partners to address critical business, operating models

  • Support the creation and management of selected strategic initiatives and ensure that timelines, deliverables, and goals are met

  • Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives

  • Evaluate data, forums and processes to identify gaps, challenges, updates or areas of improvement

  • Identify and track project/program issues to help drive their resolution

  • Drive disciplined performance management through the tracking of key performance indicators

  • Assist in development of proper governance models, meeting cadence, and presentations for strategic level communications
Qualifications
  • 3+ years of work experience in product management / strategy & transformation.
  • Experience gathering user requirements, building requirement documents and project roadmaps
  • Experience leading design sessions across a variety of technology, digital/design, and business partners to achieve desired outcomes
  • Experience with agile development techniques
  • Ability to synthesize information and present it back in a thoughtful and coherent way
  • Influence peers with diverse points of view and build consensus.
  • Structured thinker, effective communicator with excellent written communication skills
  • Proven track record of delivery and new feature creation
  • Ability to prioritize projects and efforts according to business need and industry trends
  • Familiarity with the business services and offerings associated with Wealth Management
  • Highly self-motivated and ability to remain calm under intense pressure

Qualifications

  • 4+ years of work experience in product/project management/business management/strategy & transformation.

  •  Expertise in defining, building and leading roadmaps and strategic business model changes

  • Ability to synthesize information and present it back in a thoughtful and coherent way

  • Influence peers with diverse points of view and build coalition

  • Structured thinker, effective communicator with excellent written communication skills;

  • Proven track record of delivery and new feature creation;

  • Ability to prioritize projects and efforts according to business need and industry trends;

  • Familiarity with the business services and offerings associated with Wealth Management;

  • Highly self-motivated and ability to remain calm under intense pressure

  • Experience with agile development techniques and continuous integration philosophies and practices for speed to market is a plus Financial Services

  • Experience preferred, Asset Management/Wealth Management experience a plus



Keyword: consumer%20banking

Categories

Posted: 2019-09-12 Expires: 2019-10-12

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Asset & Wealth Management, CAO Product Manager - Advisor Transformation, Associate

JPMorgan Chase & Co.
New York, NY 10007

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